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EIN 68-0387268

California Symphony Endowment Fund

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Walnut Creek
State
California
Year formed
1996
Most recent tax filings
2023-07-01
NTEE code, primary
A69: Symphony Orchestras
Description
The California Symphony Endowment Fund attracts and manages restricted endowment funds to support the California Symphony Orchestra, a nonprofit organization. The Fund engages in community outreach by implementing various educational initiatives that connect with diverse groups, including schools, families, and adults. It utilizes earnings from investments to augment the orchestra's operating activities. In the fiscal year ended July 31, 2022, the Fund remitted a $70,000 gift to the orchestra.
Related structure
California Symphony Endowment Fund is a subordinate organization under California Symphony Orchestra.
Total revenues
$41,274
2023
Total expenses
$79,987
2023
Total assets
$1,604,219
2023
Num. employees
0
2023

Program areas at California Symphony Endowment Fund

Note----funds in the Endowment represent net assets with donor restrictions - in perpetuity and net assets with donor restrictions - time and purpose. The earnings from investments, under California law, are utilized to help augment the operating activities of the California Symphony orchestra.during the year ended july 31, 2022, the California Symphony Endowment Fund remitted a gift in the amount of $70,000 to the California Symphony orchestra.

Grants made by California Symphony Endowment Fund

GranteeGrant descriptionAmount
California Symphony OrchestraSupport for Symphony$67,458

Personnel at California Symphony Endowment Fund

NameTitleCompensation
Lisa DellExecutive Director$0
Barbara HodgkinsonPresident$0
Leonard SperrySecretary$0
Ralph HaskewPresident$0
Aubrey BergauerExec Director$0
...and 2 more key personnel

Financials for California Symphony Endowment Fund

RevenuesFYE 07/2023
Total grants, contributions, etc.$0
Program services$0
Investment income and dividends$41,274
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$41,274

Form 990s for California Symphony Endowment Fund

Fiscal year endingDate received by IRSFormPDF link
2023-072024-06-09990View PDF
2022-072023-07-28990View PDF
2021-072022-06-14990View PDF
2020-072021-05-26990View PDF
2019-072020-09-25990View PDF
...and 9 more Form 990s
Data update history
August 18, 2024
Posted financials
Added Form 990 for fiscal year 2023
September 28, 2023
Updated personnel
Identified 1 new personnel
September 27, 2023
Posted financials
Added Form 990 for fiscal year 2022
August 17, 2023
Posted financials
Added Form 990 for fiscal year 2021
August 21, 2021
Posted financials
Added Form 990 for fiscal year 2019
Nonprofit Types
Arts, culture, and humanities nonprofitsPerforming arts organizationsOperas and symphoniesMusical groupsChapter / child organizationsCharities
Issues
EducationArts, cultural, and humanities
Characteristics
Provides grantsState / local levelEndowed supportCommunity engagement / volunteeringTax deductible donationsNo full-time employeesAccepts online donations
General information
Address
100 Pringle Ave 540
Walnut Creek, CA 94596
Metro area
San Francisco-Oakland-Berkeley, CA
County
Contra Costa County, CA
Website URL
californiasymphony.org/contact-us/ 
Phone
(925) 280-2490
IRS details
EIN
68-0387268
Fiscal year end
July
Taxreturn type
Form 990
Year formed
1996
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
A69: Symphony Orchestras
NAICS code, primary
711130: Musical Groups and Artists
Parent/child status
Subordinate organization
California AB-488 details
AB 488 status
May Operate or Solicit for Charitable Purposes
Charity Registration status
Current
FTB status revoked
Not revoked
AG Registration Number
103092
FTB Entity ID
1972868
AB 488 data last updated ("as-of") date
2024-11-06
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